I'm Joel Sambursky
I knew I wanted to be a Financial Advisor by the end of my first finance class at Southern Illinois University. I felt deeply then that if I was equipped with this knowledge I could make a meaningful difference in people’s lives. Now, twenty years later, I'm grateful that that long-haired college student made that decision. I have witnessed the value of financial planning. Unfortunately, I’ve also seen the consequences of failing to plan. If you want to roll up your sleeves and develop a financial plan, then let’s talk.
My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.Below you will find a curated library of educational articles to help you become a more informed investor.
Client Services Coordinator
I love having the opportunity to work with my clients. I want to understand what is most important to them on their financial journey and then work to produce a plan that helps them reach their objectives.